Dimensional Etf Trust shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Evercore Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dimensional Etf Trust by Evercore Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $349k | 6.1k | 56.98 |
2023-09-30 | $285k | 6.1k | 46.55 |
2023-06-30 | $295k | 6.1k | 48.16 |
2023-03-31 | $272k | 6.1k | 44.43 |
2022-12-31 | $255k | 6.1k | 41.61 |
2022-09-30 | $264k | 6.8k | 38.83 |
2022-06-30 | $277k | 6.8k | 40.74 |
2022-03-31 | $333k | 6.8k | 48.98 |
2021-12-31 | $352k | 6.8k | 51.77 |
2021-09-30 | $321k | 6.8k | 47.21 |
More positions owned by Evercore Wealth Management
Home Depot (HD)
View all positions for Evercore Wealth Management